Richardson Financial Services
TFC icon

Richardson Financial Services’s Truist Financial TFC Stock Holding History

Richardson Financial Services’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$96.5K Sell
2,085
-120
-5% -$6.1K 0.05% 245
2026
Q2 		$110K Buy
2,205
+30
+1% +$1.48K 0.06% 227
2026
Q1 		$100K Buy
2,175
+110
+5% +$5.44K 0.06% 224
2025
Q4 		$102K Buy
2,065
+516
+33% +$23.8K 0.03% 228
2025
Q3 		$70.8K Sell
1,549
-146
-9% -$6.58K 0.04% 245
2025
Q2 		$74.9K Sell
1,695
-50
-3% -$1.96K 0.05% 220
2025
Q1 		$71.8K Buy
1,745
+50
+3% +$2.23K 0.05% 208
2024
Q4 		$73.5K Buy
+1,695
New +$75.6K 0.05% 220

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Richardson Financial Services's TFC Position: Q3 2026 in Review

Richardson Financial Services reduced its Truist Financial (TFC) stake by 5.4% in Q3 2026, selling an estimated $6.1K and leaving 2,085 shares worth $96.5K. The position accounts for 0.05% of the portfolio, ranked #245.

Richardson Financial Services first reported a position in TFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $110K in Q2 2026. 935 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Richardson Financial Services held 2,085 shares of Truist Financial worth $96.5K as of Q3 2026.
  • Richardson Financial Services sold 120 Truist Financial shares in Q3 2026, an estimated $6.1K.
  • Truist Financial made up 0.05% of Richardson Financial Services's portfolio in Q3 2026, its #245 holding.
  • Richardson Financial Services first reported a position in Truist Financial in Q4 2024 and has held it in 8 quarters since.
  • Richardson Financial Services's Truist Financial position peaked at $110K in Q2 2026.
  • 935 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.